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Certified Financial Planners in Oklahoma

Certified Financial Planners in Tulsa, OK

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56 results found

Jimmy Williams Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Chairperson • Founder • Financial Manager • Corporate Executive • Chief Executive • Founding Member • Operations Manager • School Principal • School Administrator • Educational Manager • Supervisor • Business Administrator • Managers • Sports Trainer • Sports Trainers • Management Team Executive • Spokesperson

Experience & Education

Position:
CEO/President/Founder at Compass Capital Management, LLC, Registered Principal/Office of...
Title:
CPA/PFS, CFP®
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Compass Capital Management, LLC CEO/President/Foundersince Jun 2009Cambridge Investment Research - McAlester, OKRegistered Principal/Office of Supervisory Jurisdictionsince 2009
Skills:
Strategic Financial Planning, Estate Tax Planning, Tax, Estate Planning, Financial Planners, Income ...
Certifications:
CPA
CFP®
Full Profile

Jimmy Williams Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Chairperson • Founder • Financial Manager • Corporate Executive • Chief Executive • Founding Member • Operations Manager • School Principal • School Administrator • Educational Manager • Supervisor • Business Administrator • Managers • Sports Trainer • Sports Trainers • Owner • Spokesperson

Experience & Education

Position:
CEO/President/Founder at Compass Capital Management, LLC, Registered Principal/Office of...
Title:
CPA/PFS, CFP®, Compass Capital Management, LLC
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Compass Capital Management, LLC CEO/President/Foundersince Jun 2009Cambridge Investment Research - McAlester, OKRegistered Principal/Office of Supervisory Jurisdictionsince 2009
Certifications:
CPA
CFP®
Full Profile

Larry Hewitt Tulsa, OK

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Financial Manager • Certified Auditor • Financial Compliance Examiner • Auditor • Master of Science • Operations Manager • Project Managers • Systems Analyst • IT Analyst • Human Resources Specialist • Recruitment • Wellness and Fitness • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - 2200 S Utica Place, Suite 300Financial Advisorsince Mar 2012Ameriprise Financial - 5215 E 71st Street, Suite 1600, Tulsa OK 74136Financial AdvisorJul 2010 - Apr 2012
CFP
Full Profile

John Dixon Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Allstate
Location:
Tulsa, Oklahoma Area
Industry:
Insurance
Work history:
Allstate Certified Financial Planner
Full Profile

Bill Kobsej Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at WK FINANCIAL
Location:
Tulsa, Oklahoma Area
Industry:
Investment Management
Work history:
WK FINANCIAL CFP
Full Profile

William Kobsej Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at WK FINANCIAL
Location:
Tulsa, Oklahoma Area
Industry:
Investment Management
Full Profile

Jeanne Mccarty Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Fox Financial Consultants
Location:
Tulsa, Oklahoma Area
Industry:
Insurance
Work history:
Fox Financial Consultants CFP
Full Profile

Debbie Roberson Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
RETIRED! Executive Assistant at Tulsa Wealth Advisors I Raymond James "An Independent Firm"
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Tulsa Wealth Advisors I Raymond James "An Independent Firm" - Tulsa, Oklahoma AreaRETIRED! Executive Assistant for Derrick Sands,CFP®Jan 2001 - Jul 2013
Full Profile

Chuck Cleave Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/CEO at Van Cleave & Associates, PC
Title:
President/CEO- Van Cleave & Associates, PC
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Van Cleave & Associates, PC President/CEOsince 1996
Full Profile

Jay Stallsmith Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA/CFP at Lohrey & Associates, PLLC
Location:
Tulsa, Oklahoma Area
Industry:
Accounting
Work history:
Lohrey & Associates, PLLC CPA/CFPsince Feb 1996Ernst & Young SeniorAug 1992 - Feb 1996
Full Profile

Don Jackson Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Manager • Financial Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, CFP®, CIMA® at UBS Financial Services
Title:
CFP®, CIMA®, Senior Vice President - Investments at UBS Financial Services
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
UBS Financial Services - Tulsa, Oklahoma AreaSenior Vice President, CFP®, CIMA®since Jan 1994Adam's Mark Hotel Convention Services Manager1992 - 1994
Certifications:
CERTIFIED FINANCIAL PLANNER (CFP®), Certified Financial Planner Board of Standards (CFP)
Certified Investment Management Analyst (CIMA®), Investment Management Consultants Association
Full Profile

Camille Quinn Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Investment Broker, Estate Planner at Camille Quinn Investments
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Full Profile

Saletha Fuller Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at DCH Financial Services, Inc.
Location:
Tulsa, Oklahoma Area
Industry:
Investment Management
Full Profile

Nate Barns Tulsa, OK

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, AAMS, CFP at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor, AAMS, CFPsince 2008IBM - Tulsa, Oklahoma AreaRevenue AccountantJun 2006 - May 2008
Full Profile

Dave Kroll Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner at DEK Financial Planning and Investing
Location:
Tulsa, Oklahoma
Industry:
Financial Services
Work history:
DEK Financial Planning and Investing Certified Financial Plannersince 1995Niject Services Co. PresidentJul 1980 - Apr 1998
Skills:
Financial Analysis, Customer Service, Accounting, Microsoft Excel, Risk Management, Microsoft...
Full Profile

Terry Smith Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive

Experience & Education

Title:
CPA, CFP at Briscoe, Burke & Grigsby, LLP
Location:
Tulsa, Oklahoma Area
Industry:
Accounting
Work history:
Briscoe, Burke & Grigsby, LLP WithJul 2006 - Jun 2011Terry K. Smith CPA, CFP OwnerJan 1986 - Jun 2006
Full Profile

Barbara Hess Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President -Wealth Management; CFP; CPWA at Morgan Stanley Wealth Management
Title:
First Vice President -Wealth Management at Morgan Stanley Wealth Management
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Tulsa, Oklahoma AreaFirst Vice President -Wealth Management; CFP; CPWAsince 1999
Full Profile

Christy Pfeiffer Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Financial Manager • Advisor • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Operations Manager at Brock and Associates
Title:
Operations Manager with the practice of James W. Brock, CFP® | Private Wealth Advisor
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Brock and Associates - Tulsa, Oklahoma AreaOperations Managersince Oct 2012Regent Finanial Services - Tulsa, Oklahoma AreaOffice ManagerOct 2001 - Oct 2012
Full Profile

Sanford Roberds Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Full Profile

Mandy Foster Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Drivers • Caregiver • Nursing Assistant • Planner • Financial Manager • Analysts • Data Scientist

Experience & Education

Work

Company:
Emt - Prairie Grove, AR
Medical transportation driver
Company:
Foster farms
Caregiver/estate planner
Full Profile

Pam Treadwell Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at PAMELA L TREADWELL, CPA, CFP
Title:
Owner, PAMELA L TREADWELL, CPA, CFP
Location:
Tulsa, Oklahoma Area
Industry:
Accounting
Work history:
PAMELA L TREADWELL, CPA, CFP Owner
Full Profile

Debra Jameson Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Debra Lowery-Jameson, CFP, CDFA
Title:
Owner, Debra Lowery-Jameson, CFP, CDFA
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Debra Lowery-Jameson, CFP, CDFA Owner
Full Profile

Steve Wilson Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA / CFP at Steven L. Wilson & Associates, Certified Public Accountants, P.C.
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Steven L. Wilson & Associates, Certified Public Accountants, P.C. CPA / CFP
Full Profile

Pam Treadwell Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at PAMELA L TREADWELL, CPA, CFP
Title:
Owner, PAMELA L TREADWELL, CPA, CFP
Location:
Tulsa, Oklahoma Area
Industry:
Accounting
Work history:
PAMELA L TREADWELL, CPA, CFP Owner
Skills:
Tax, Accounting
Full Profile

Lee Gregg Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at Gregg CFP`
Title:
Owner, Gregg CFP`
Location:
Tulsa, Oklahoma Area
Work history:
Gregg CFP` Owner
Full Profile

Bud Ronsse Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Cfp at thoroughbred wealth
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Thoroughbred wealth Cfp
Full Profile

Bud Ronsse Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Thoroughbred Wealth Management
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Thoroughbred Wealth Management CFP
Full Profile

Joel Kantor Tulsa, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive

Experience & Education

Position:
Partner - Financial Planner at Pinnacle Investment Advisors, Partner at Mimosa Tree Capital Partners
Title:
Partner at Mimosa Tree Capital Partners
Location:
Tulsa, Oklahoma
Industry:
Venture Capital & Private Equity
Work history:
Pinnacle Investment Advisors Partner - Financial Plannersince Jun 2005Mimosa Tree Capital Partners Partnersince Jan 1999
Certified Financial Planner at AmeriTrust Investme..
Full Profile

Joe Sines Tulsa, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Software Engineer • Computer Software Professional • Software Developers • Project Engineer • Engineering Specialist • Drivers • SharePoint Administrator • Software Developer • Lead Software Developer • Matlab Developer • Visual Basic Developer • Pascal Developer • Unix Administrator • Systems Administrator • Computer Systems Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Technician • Mechanic • Technical Specialist • Technical Support Specialists • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Science • Financial Manager

Experience & Education

Title:
Senior Software Engineer
Location:
Tulsa, Oklahoma Area
Industry:
Computer Software
Work history:
JKI - Lafayette, CASenior Project EngineerJul 2012 - Jun 2013ZOMM - Tulsa, Oklahoma AreaSenior Software EngineerJun 2010 - Jun 2012
Skills:
Software Engineering, Team Management, Software Design, Software Development, Test Automation,...
cFP
Full Profile

Steve Udrisky Tulsa, OK

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Skills:
Asset Allocation, Investments, Certified Financial Planner, Special Needs, Wealth Management,...
Full Profile

Andra Nelson Tulsa, OK

Professions & Specialties

Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Manager • Operations Manager • Human Resources Specialist • Recruitment • Real Estate Investment Insider • Financial Manager • Personnel Manager • Personnel Specialist • Bachelor of Business Administration • Advisor • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Business Development at Stan Johnson Company
Location:
Tulsa, Oklahoma Area
Industry:
Commercial Real Estate
Work history:
Stan Johnson Company Business Developmentsince Feb 2011Express Employment Professionals: Specialized Recruiting Group Group DirectorJan 2004 - Jan 2011
Skills:
Real Estate, Investment Properties, Hiring, Real Estate Investment, Staffing Services, Executive...
Brokerage Jobs | CFP
Full Profile

Denise Lant Tulsa, OK

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Certifications:
Certified Financial Planner(TM) Professional, Certified Financial Planner (TM) Board of Standards
Resident Producer: Accident & Health, Life, Variable Annuity, Oklahoma Insurance Department
Full Profile

Eric Carson Tulsa, OK

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Owner • Financial Manager • Marketing Manager • Chief Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Business Unit Manager at Digimetrics
Title:
Business Unit Manager, Digimetrics at DCA, Inc.
Location:
Tulsa, Oklahoma Area
Industry:
Media Production
Work history:
Digimetrics Business Unit Managersince Sep 2008DCA, Inc Business Unit Manager, Media Manufacturing SolutionsApr 2005 - Sep 2008
Skills:
Video, Digital Media, Start-ups, Audio, File-Based QC, Sound, Streaming Media, Digital Asset...
Certified Financial Planner,CFP,
Full Profile

Thom Irwin Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chairperson • Chief Executive • Associate Attorney • Founding Member • Financial Manager • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Owner at Irwin Law Firm, P.C.
Title:
Estate Planning Attorney, Business Planning Attorney, Owner and President of Irwin Law Firm, P.C.
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Irwin Law Firm, P.C. Ownersince Sep 2004The Smiling Law Firm Lead Estate and Business Planning Attorney2003 - 2004
Skills:
Probate, Estate Planning, Charitable Trusts, Succession Planning, Business Planning, Living Trusts, ...
Full Profile

Jeff Couch Tulsa, OK

Professions & Specialties

Puchasing and Estimating Manager • Executive Vice President • Director • Executive Compensation • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Business Administrator • Trust Law Attorney • Lawyers • Psychology Specialist

Experience & Education

Position:
Executive Vice President at Adams Hall Wealth Advisors, LLC
Title:
Executive Vice President Adams Hall Wealth Advisors, LLC
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Adams Hall Wealth Advisors, LLC Executive Vice Presidentsince May 2006Williams Company Director Financial Planning ServicesSep 1999 - 2006
a CERTIFIED FINANCIAL PLANNER
Full Profile

Jerome Marquardt Tulsa, OK

Professions & Specialties

Territory Sales Manager • Region Manager • Area Manager • Managers

Experience & Education

Position:
District Sales Manager at Mutual of Omaha
Title:
District Sales Manager
Location:
Tulsa, Oklahoma Area
Industry:
Insurance
Work history:
Mutual of Omaha - Tulsa, Oklahoma AreaDistrict Sales Managersince Jan 2013
Certifications:
Life Insurance
Health/Accident License
Certified Financial Planner Program
Full Profile

Karen Cps Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Legal Aide • Notary • Signing Agent • Paralegal • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Executive Office Professional • Clerical Specialist • Information Technology Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Real Estate Attorneys • Real Estate Attorney • Law Specialist • Receptionist • Front Desk Clerk • Entrepreneur • Supporting Member • Front Office Receptionist • Managers • Team Member • IT Manager • Employee Relations Manager • Employee Placement Specialist • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at The KanDo Organization LLC
Location:
Tulsa, Oklahoma Area
Industry:
Consumer Services
Work history:
The KanDo Organization LLC Ownersince Apr 2003Boyd, Nichols & Curthoys Legal Assistant1999 - 2003
Skills:
Editing, proofing, rewriting, copy writing, press release and press kit preparation, document and...
Full Profile

Richard Hoe Tulsa, OK

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Representative • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal Officer and Financial Planner at Richard Hoe Investments, LLC
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Richard Hoe Investments, LLC - Tulsa, OKPrincipal Officer and Financial Plannersince Sep 2005
..students simultaneously to sit for the CFP board examinations
Full Profile

Aaron Archambo Tulsa, OK

Professions & Specialties

Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
V.P., Investment Advisor at Archambo Financial Advisors
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Archambo Financial Advisors V.P., Investment Advisorsince Oct 1992
CFP
Full Profile

Galen Martens Tulsa, OK

Professions & Specialties

Financial Director • Managing Member • Director • Chief Executive Officer • Chairperson • Board Member • Financial Officer • Financial Manager • Manager • Operations Manager • Corporate Executive • Chief Executive • Management Team Executive • Controlling Specialist • Controller • DB Administrator • Database Administration Professional • Database Administrator • Cashier • Agent • Sales Representative

Experience & Education

Position:
Chief Financial Officer at First Oklahoma Bank, Comptroller at First Oklahoma Holdings, Inc.,...
Title:
Chief Financial Officer at First Oklahoma Bank
Location:
Tulsa, Oklahoma Area
Industry:
Banking
Work history:
First Oklahoma Bank - Tulsa, Oklahoma AreaChief Financial Officersince Jul 2010First Oklahoma Holdings, Inc. - TulsaComptrollersince Jul 2010
Certified Financial Planner
Full Profile

Charlene Reyna Tulsa, OK

Professions & Specialties

Administrative Associate • Construction • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
A/R and A/P at Ram Utility Construction Co.
Title:
Administrative Assistant for Ram Utility Construction, Inc.
Location:
Tulsa, Oklahoma Area
Industry:
Construction
Work history:
Ram Utility Construction Co. A/R and A/Psince Aug 2009TDP & CFP A/R and A/PSep 2003 - Aug 2009
Full Profile

Glenda Suchy Tulsa, OK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President at The Suchy Carson Group
Title:
First Vice President, Financial Advisor at Morgan Stanley Wealth Management
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
The Suchy Carson Group - Tulsa, OKFirst Vice Presidentsince 2004
Certifications:
CFP®, CRPC®
Full Profile

Terry Cumbey Tulsa, OK

Professions & Specialties

Puchasing and Estimating Manager • Managing Partner • Owner • Partner • Chief Executive • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Independent Contractor • Inspector • Contractor • Independent Business Owners • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at CCK Strategies, Managing Partner at CCK Strategies
Title:
Managing Partner at CCK Strategies
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
CCK Strategies Ownersince Oct 1997CCK Strategies Managing Partnersince Oct 1997
Skills:
Certified Fraud Examiner, Forensic Accounting, Tax, Tax Returns, Corporate Tax, Income Tax,...
Languages:
German, Spanish, French
Specialties: CPA/ABV CVA CFP PFS
Full Profile

Gale Allison Tulsa, OK

Professions & Specialties

Law Specialist • Lawyers • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Founder / Principal Attorney at Allison Firm, PLLC
Title:
Attorney at the Allison Firm
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Allison Firm, PLLC - Tulsa, Oklahoma AreaFounder / Principal Attorneysince Oct 1996
Full Profile

Greg Hopeman Tulsa, OK

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Tulsa Branch Manager at UBS Financial Services
Title:
Executive Director / Tulsa Branch Manager
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
UBS Financial Services Tulsa Branch Managersince Feb 2003UBS Wealth Management Market Area Manager - North TX, OK, ARJan 2008 - Jul 2009
Certified Financial Planner
Full Profile

Jeff Couch Tulsa, OK

Professions & Specialties

Executive Vice President • Director • Executive Compensation • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Vice President at Adams Hall Wealth Advisors, LLC
Title:
Executive Vice President Adams Hall Wealth Advisors, LLC
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Adams Hall Wealth Advisors, LLC Executive Vice Presidentsince May 2006Williams Company Director Financial Planning ServicesSep 1999 - 2006
Certified Financial Planner
Full Profile

David Guten Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Financial Manager • Juris Doctor • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Attoney at Gorospe & Smith, PLLC, JAG at United States Air Force
Title:
Gorospe & Smith, PLLC
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Gorospe & Smith, PLLC Attoneysince Jul 2013United States Air Force JAGsince Oct 2005
Skills:
Litigation, Family Law, Civil Litigation, Criminal Law, Legal Research, Commercial Litigation,...
Full Profile

Hannah Sharp Tulsa, OK

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Relationship Manager at Bank of Oklahoma
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Bank of Oklahoma - Tulsa, Oklahoma AreaRelationship Managersince Aug 2013Bank of Oklahoma Account ManagerMar 2013 - Jul 2013
CFP Certification
Full Profile

David Provenzano Tulsa, OK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Provenzano & Associates, a financial advisory practice of Ameriprise...
Title:
Financial Advisor, Provenzano & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Work history:
Provenzano & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. Financial Advisorsince Sep 1990
Certified Financial Planner
Full Profile

Elizabeth Ferrari Tulsa, OK

Professions & Specialties

Lawyers • Law Specialist • Managing Member • Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Lawyer / Managing Member at Ferrari Law Firm, PLC
Title:
Lawyer / Managing Member at Ferrari Law Firm
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Ferrari Law Firm, PLC Lawyer / Managing Membersince Apr 2008Lathrop & Gage LLP LawyerAug 1991 - Aug 2005
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